SPWG
SDVY icon

Sage Private Wealth Group’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Sage Private Wealth Group’s Portfolio SDVY Stock Details SDVY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-584,927
Closed -$19.6M – 98
2025
Q1 		$19.6M Buy
584,927
+11,525
+2% +$386K 14.84% 1
2024
Q4 		$20.6M Sell
573,402
-1,859
-0.3% -$66.6K 15.43% 1
2024
Q3 		$20.9M Buy
+575,261
New +$20.9M 16.48% 2